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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$12.91
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets106.91M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LGSCX vs NAESX Comparison Chart in %
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LGSCX vs. NAESX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LGSCX is a Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LGSCX (107M). NAESX pays higher dividends than LGSCX: NAESX (1.28) vs LGSCX (0.36). LGSCX was incepted earlier than NAESX: LGSCX (23 years) vs NAESX (65 years). LGSCX (1.62) is less costly to investors than NAESX (0.17). LGSCX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). LGSCX has a lower initial minimum investment than NAESX: LGSCX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. LGSCX (0.58). NAESX return over 5 years is better than : 66.66 vs. LGSCX (32.61).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 4.281 | 2.781 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.36 | 1.28 | 28% |
| Returns for 1 year | 0.58 | 8.46 | 7% |
| Returns for 3 years | 23.46 | 34.15 | 69% |
| Returns for 5 years | 32.61 | 66.66 | 49% |
| Returns for 10 years | -0.83 | 114.71 | -1% |
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